All Courses

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Free

OER Introduction

An overview of the OER's and how they will support your client's in growing their business.

Telecoms OER

Identify the potential saving with the Telecoms OER

Performance Analysis Report

A detailed overview of all of the key business performance metrics highlighting exactly what is happening within your client’s business. Help your client understand exactly how their business is really functioning.

Management Report

Provides a wealth of highly relevant and valuable key performance indicators to help them make better, more timely management decisions.

Business Growth Model

A simple, but powerful business planning tool. Not all inputs have the same impact on the output, but by using the Business Growth Model, you can quickly and easily help your clients understand what their potential future could look like and how you can help them make it happen.

Forecasting Model

Every business needs a plan, but most don’t have one. By using the pre-populated Forecast and Funding Proposal Model you will demonstrate your full value and the potential a closer working relationship will have for you and your clients.

Customer Targeting Model

Using the Customer Targeting Model you will be helping your client maximise the value they deliver for, and take from their customers.

Customer Analysis

You would be amazed how many business owners simply don’t know how many customers they have, but by analysing transactions to identify new customers acquired and customers lost and the underlying trend over time, you can identify those whose client base is in decline.

Business Overview Report

A simple yet incredibly detailed 2-page overview of business performance over the last two years, detailing sales, margins, overheads, net profit and net worth.

Marketing ROI Report

This report has been developed in response to our customer’s feedback. Specifically, how you can advise your clients on the effectiveness of their marketing activity and analysing the impact it has on their customer base and the revenue it helps generate. Enabling you to analyse one of the key expenses within your client’s business.

Performance Trend Report

A detailed overview of all of the key business performance metrics highlighting exactly what is happening within your client’s business. Help your client understand exactly how their business is really functioning.

Free

Business Overview Report (CPD)

A simple yet incredibly detailed 2-page overview of business performance over the last two years, detailing sales, margins, overheads, net profit and net worth.

Free

Financial Management for Business Owners (FiMBO)

Board Summary Report

The Board Summary Report represents a rounded view of financial performance, and enables a business to identify areas where this can be improved.

Managerial Finance Mastery Course (December 2020)

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